Frontier Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Frontier Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.11M	Buy	46,599 +420	+0.9%	+$10.7K	0.08%	168
2022 Q1	$1.21M	Buy	46,179 +810	+2%	+$21.2K	0.02%	158
2021 Q4	$1.22M	Sell	45,369 -1,017	-2%	-$26.4K	0.08%	158
2021 Q3	$1.15M	Sell	46,386 -2,886	-6%	-$73.3K	0.08%	161
2021 Q2	$1.24M	Sell	49,272 -2,094	-4%	-$52.9K	0.09%	156
2021 Q1	$1.25M	Buy	51,366 +3,960	+8%	+$90.1K	0.1%	144
2020 Q4	$1.01M	Sell	47,406 -22,935	-33%	-$465K	0.08%	157
2020 Q3	$1.3M	Buy	70,341 +5,589	+9%	+$103K	0.12%	124
2020 Q2	$1.12M	Sell	64,752 -2,472	-4%	-$41.7K	0.1%	132
2020 Q1	$1.01M	Buy	67,224 +43,095	+179%	+$774K	0.16%	116
2019 Q4	$466K	Sell	24,129 -15,894	-40%	-$298K	0.07%	192
2019 Q3	$731K	Sell	40,023 -3,711	-8%	-$66.4K	0.11%	150
2019 Q2	$774K	Sell	43,734 -45,561	-51%	-$801K	0.11%	141
2019 Q1	$1.56M	Sell	89,295 -36,699	-29%	-$617K	0.21%	106
2018 Q4	$1.97M	Buy	125,994 +28,656	+29%	+$478K	0.3%	77
2018 Q3	$1.72M	Sell	97,338 -68,433	-41%	-$1.18M	0.16%	99
2018 Q2	$2.72M	Buy	165,771 +32,304	+24%	+$532K	0.39%	55
2018 Q1	$2.18M	Buy	133,467 +12,045	+10%	+$205K	0.31%	81
2017 Q4	$2.07M	Sell	121,422 -21,168	-15%	-$348K	0.33%	75
2017 Q3	$2.22M	Sell	142,590 -206,028	-59%	-$3.15M	0.32%	83
2017 Q2	$5.24M	Buy	348,618 +13,080	+4%	+$196K	0.8%	30
2017 Q1	$4.99M	Buy	335,538 +133,545	+66%	+$1.97M	0.76%	32
2016 Q4	$2.93M	Buy	201,993 +9,147	+5%	+$130K	0.48%	59
2016 Q3	$2.72M	Sell	192,846 -250,350	-56%	-$3.53M	0.41%	63
2016 Q2	$6.12M	Buy	443,196 +166,593	+60%	+$2.25M	0.98%	22
2016 Q1	$3.7M	Buy	276,603 +25,536	+10%	+$324K	0.31%	40
2015 Q4	$3.23M	Sell	251,067 -20,493	-8%	-$264K	0.52%	47
2015 Q3	$3.25M	Buy	271,560 +69,195	+34%	+$864K	0.51%	49
2015 Q2	$2.58M	Sell	202,365 -4,473	-2%	-$59.2K	0.4%	58
2015 Q1	$2.72M	Buy	206,838 +48,654	+31%	+$647K	0.44%	43
2014 Q4	$2.1M	Buy	+158,184	New	+$2.07M	0.4%	43

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Frontier Wealth Management's SCHD Position: Q2 2022 in Review

Frontier Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.91% in Q2 2022, buying an estimated $10.7K and bringing the position to 46,599 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #168.

Frontier Wealth Management first reported a position in SCHD in Q4 2014 and has held it in 31 quarters since. The position peaked at $6.12M in Q2 2016. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Frontier Wealth Management held 46,599 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q2 2022.
Frontier Wealth Management bought 420 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $10.7K.
Schwab US Dividend Equity ETF made up 0.08% of Frontier Wealth Management's portfolio in Q2 2022, its #168 holding.
Frontier Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.12M in Q2 2016.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.